Add User

New users are created as pending profile rows: the login account itself is provisioned separately (invite flow arrives with the notification engine; until then, create the auth user in the Supabase dashboard with the same email — it links automatically at first sign-in via a Phase 1 hook).

New Employee
New Salary Rate

Salary is never overwritten — this adds a new effective-dated row (spec §3.2).

Upload 201 Document
Change Employment Status

Every change is trailed in status history. Separation statuses automatically deactivate the employee's portal login.

Bulk Import Employees (CSV)
Header: employee_no,first_name,last_name,email,hire_date,employment_status,monthly_rate,department,position,sss_no,philhealth_no,pagibig_no,tin
hire_date = YYYY-MM-DD · status defaults to probationary · department/position are created by name if new · monthly_rate seeds the first salary row
Add
Attendance Day

Saved as raw — run “Process Month” to compute day type, late/UT, worked hours, ND.

Import Attendance (CSV)
File Leave
File Overtime

Approved OT feeds the payslip on the next “Process Month”.

Add Loan
Add Company Holiday
Provision Company

Provisioning seeds default settings (semi-monthly, 261 divisor, Mon–Fri) and a 30-day trial HRIS entitlement (Directive #2 §4). Adjust in Company Settings after creation.